Revolve Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Revolve Wealth Partners, LLC reported 232 stock positions worth $833.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 15.4% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.1%) and Alpha Archi Intl QT Vlu ETF (IVAL, 5.1%). Compared with Q2 2025, it opened 20 new positions, sold out of 14, added to 112 and reduced 85. The biggest buy was Apple (AAPL, shares +10%) and the biggest sale SS SPDR N Ice HY Muni ETF (HYMB, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Hackensack, NJ
- CIK
- 0001808992
- Portfolio Value
- $833.5M (Q3 2025)
- SEC Filing
- 0002085853-25-000078 ↗ filed Oct 14, 2025
Holdings Value
Holdings 232 stocks · $833.5M
| VTI VG Morningstar TS MKT ETF-US | 15.40% | 391,033 | $128.3M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 6.08% | 580,822 | $50.7M | Add +0.0% |
| IVAL Alpha Archi Intl QT Vlu ETF | 5.07% | 1,399,493 | $42.2M | Add +3.5% |
| ITAN Sparkline Intangible Val ETF | 3.33% | 799,798 | $27.8M | Add +3.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 3.31% | 1,108,013 | $27.6M | Reduce -6.4% |
| QMOM Alpha US Quant Mom ETF | 3.28% | 424,355 | $27.3M | Add +4.3% |
| SYLD Cambria Shareholder Yield Et | 3.15% | 381,901 | $26.2M | Add +4.3% |
| TBIL F/M US Treasury 3 Month Bill | 3.06% | 510,740 | $25.5M | Add +5.0% |
| SCHF Schwab Intl Equity ETF | 2.89% | 1,033,860 | $24.1M | Add +9.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.30% | 421,438 | $19.2M | Add +2.2% |
| AAPL Apple Inc. | 2.29% | 74,815 | $19.1M | Add +9.9% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 2.20% | 459,464 | $18.3M | Add +7.9% |
| DLN Wisdomtree US Largecap Divid | 2.18% | 208,829 | $18.2M | Reduce -2.1% |
| SCHZ Schwab US Aggregate Bond ETF | 2.12% | 753,124 | $17.7M | Add +3.9% |
| DFCF Dimensional Core Fixed Inc. | 2.11% | 411,245 | $17.6M | Add +1.1% |
| HYD Vaneck High Yield Muni ETF | 1.96% | 320,604 | $16.3M | Add +39.0% |
| MUB iShares National Muni Bond E | 1.82% | 142,195 | $15.1M | Add +6.7% |
| MSFT Microsoft Corp. | 1.78% | 28,644 | $14.8M | Add +4.6% |
| NVDA Nvidia Corp. | 1.73% | 77,183 | $14.4M | Add +2.4% |
| SCHG Schwab US Large-Cap Growth | 1.72% | 448,374 | $14.3M | Reduce -0.5% |
| AVUV Avantis US Small Cap Value | 1.56% | 130,878 | $13.0M | Add +7.1% |
| IVV iShares Core S&P 500 ETF | 1.56% | 19,438 | $13.0M | Add +5.6% |
| SCHX Schwab US Large-Cap ETF | 1.35% | 428,227 | $11.3M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 0.96% | 133,949 | $8.0M | Add +3.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.87% | 15,089 | $7.2M | Reduce -1.7% |
| TSLA Tesla Inc. | 0.83% | 15,578 | $6.9M | Reduce -10.5% |
| META Meta Platforms Inc. Class A | 0.78% | 8,828 | $6.5M | Add +10.4% |
| AMZN Amazon.com Inc. | 0.71% | 27,018 | $5.9M | Add +0.8% |
| IFLN Invesco Bloomberg Enhanced F | 0.71% | 319,158 | $5.9M | Add +4.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.71% | 51,622 | $5.9M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 7,652 | $5.1M | Reduce -0.9% |
| VXUS Vanguard Total Intl Stock | 0.56% | 63,696 | $4.7M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.54% | 14,165 | $4.5M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.52% | 17,981 | $4.4M | Add +3.6% |
| V Visa Inc. Class A | 0.49% | 11,979 | $4.1M | Reduce -1.6% |
| AMGN Amgen Inc. | 0.49% | 14,461 | $4.1M | Reduce -4.4% |
| VOO Vanguard S&P 500 ETF | 0.47% | 6,392 | $3.9M | Reduce -9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 6,590 | $3.3M | Add +0.8% |
| SCHM Schwab US Mid Cap ETF | 0.38% | 107,906 | $3.2M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 10,681 | $3.1M | Reduce -2.8% |
| AVGO Broadcom Inc. | 0.37% | 9,410 | $3.1M | Add +3.0% |
| IWM iShares Russell 2000 ETF | 0.35% | 12,101 | $2.9M | Add +15.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.31% | 63,720 | $2.6M | Reduce -1.8% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 95,141 | $2.6M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.31% | 10,637 | $2.6M | Add +4.3% |
| IWF iShares Russell 1000 Growth | 0.31% | 5,498 | $2.6M | Reduce -17.9% |
| EFV iShares MSCI Eafe Value ETF | 0.31% | 37,523 | $2.5M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 4,204 | $2.5M | Reduce -7.0% |
| SCHA Schwab US Small-Cap ETF | 0.30% | 89,366 | $2.5M | Add +0.6% |
| IXUS iShares Core Intl Stock ETF | 0.29% | 28,954 | $2.4M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 19,856 | $2.4M | Reduce -0.3% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.27% | 22,977 | $2.3M | Reduce -3.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 8,926 | $2.3M | Add +3.8% |
| MDY State Street SPDR S&P Midcap | 0.27% | 3,785 | $2.3M | Add +0.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.26% | 17,459 | $2.2M | Reduce -2.4% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 32,414 | $2.1M | Reduce -0.2% |
| AAUS Alpha Architect US Eqy ETF | 0.25% | 38,673 | $2.1M | New |
| MA Mastercard Inc. Class A | 0.25% | 3,624 | $2.1M | Add +0.5% |
| CL Colgate-Palmolive Co. | 0.23% | 24,474 | $2.0M | Reduce -0.6% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.23% | 44,175 | $1.9M | Add +0.7% |
| EQIX Equinix Inc. | 0.23% | 2,462 | $1.9M | Reduce -7.1% |
| COMP Compass Inc. Class A | 0.22% | 228,876 | $1.8M | Add +0.0% |
| ABBV Abbvie Inc. | 0.21% | 7,555 | $1.7M | Add +2.0% |
| ORCL Oracle Corp. | 0.20% | 6,048 | $1.7M | Add +6.1% |
| TOL Toll Brothers Inc. | 0.19% | 11,566 | $1.6M | New |
| NYF iShares New York Muni Bond E | 0.18% | 28,827 | $1.5M | Add +0.4% |
| AVSD Avantis Reps Intern Equi ETF | 0.18% | 21,076 | $1.5M | Reduce -1.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 8,052 | $1.4M | Add +0.0% |
| JNJ Johnson & Johnson | 0.17% | 7,554 | $1.4M | Add +9.4% |
| NUSC Nuveen ESG Small-Cap ETF | 0.17% | 31,525 | $1.4M | Add +2.4% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.16% | 17,249 | $1.3M | Reduce -0.5% |
| NFLX Netflix Inc. | 0.16% | 1,081 | $1.3M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.15% | 11,222 | $1.3M | Add +20.5% |
| AMD Advanced Micro Devices | 0.15% | 7,735 | $1.3M | Add +2.6% |
| DFSV Dimensional US Small Cap Val | 0.15% | 38,886 | $1.2M | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.15% | 3,584 | $1.2M | Add +4.5% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 6,592 | $1.2M | Add +1.5% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.14% | 24,565 | $1.2M | Add +0.3% |
| APH Amphenol Corp. Class A | 0.14% | 9,443 | $1.2M | Reduce -22.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.14% | 22,503 | $1.1M | Reduce -4.8% |
| COST Costco Wholesale Corp. | 0.13% | 1,207 | $1.1M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 5,169 | $1.1M | Reduce -0.7% |
| HD Home Depot Inc. | 0.13% | 2,716 | $1.1M | Add +2.6% |
| LLY Eli Lilly & Co. | 0.13% | 1,438 | $1.1M | Reduce -6.0% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.13% | 27,764 | $1.1M | Add +1.0% |
| IWP iShares Russell Mid-Cap Grow | 0.13% | 7,370 | $1.0M | Add +4.6% |
| WMT Walmart Inc. | 0.12% | 9,926 | $1.0M | Add +1.0% |
| UBER Uber Technologies Inc. | 0.12% | 10,406 | $1.0M | Reduce -17.0% |
| BX Blackstone Inc. | 0.12% | 5,844 | $998K | Reduce -3.7% |
| SHOP Shopify Inc. Class A | 0.12% | 6,716 | $998K | Reduce -15.8% |
| AGG iShares Core U.S. Aggregate | 0.12% | 9,624 | $965K | Add +2.2% |
| LEN Lennar Corp. Class A | 0.11% | 7,448 | $939K | New |
| PG The Procter & Gamble Co. | 0.11% | 5,882 | $904K | Reduce -1.6% |
| IWS iShares Russell Mid-Cap Valu | 0.11% | 6,440 | $899K | Add +5.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.11% | 3,060 | $899K | Reduce -8.1% |
| ISRG Intuitive Surgical Inc. | 0.10% | 1,949 | $872K | Reduce -6.3% |
| RTX RTX Corp. | 0.10% | 5,045 | $844K | Reduce -1.9% |
| NOW ServiceNow Inc. | 0.10% | 896 | $825K | Reduce -1.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 31,307 | $823K | Reduce -0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 14,731 | $760K | Add +8.1% |
Portfolio Sells Q2 2025 → Q3 2025
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -6.4% | 3.31% | −0.52 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 15.40% | −0.19 |
| DLN Wisdomtree US Largecap Divid | Reduce -2.1% | 2.18% | −0.11 |
| V Visa Inc. Class A | Reduce -1.6% | 0.49% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -17.9% | 0.31% | −0.06 |
| AMGN Amgen Inc. | Reduce -4.4% | 0.49% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -0.6% | 0.23% | −0.06 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -0.8% | 0.71% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -9.3% | 0.47% | −0.05 |
| BSCR Invesco Bulletshares 2027 CB | Sold out | 0.00% | −0.05 |
| EQIX Equinix Inc. | Reduce -7.1% | 0.23% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -6.3% | 0.10% | −0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.04 |
| XBIL F/M US Treasury 6 Month Bill | Reduce -38.7% | 0.05% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.03 |
| NFLX Netflix Inc. | Reduce -0.6% | 0.16% | −0.03 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.03 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.03 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | Sold out | 0.00% | −0.03 |
| UTRE F/M US Treasury 3 Year Note | Sold out | 0.00% | −0.03 |
| UTWO F/M US Treasury 2 Year Note | Sold out | 0.00% | −0.03 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -17.0% | 0.12% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Sold out | 0.00% | −0.03 |
| EZM Wisdomtree US Midcap Fund | Sold out | 0.00% | −0.03 |
| SUB iShares Short-Term National | Reduce -24.8% | 0.07% | −0.03 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.03 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.03 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.8% | 0.38% | −0.03 |
| OBIL F/M US Treasury 12 Month Bil | Reduce -44.0% | 0.03% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -6.0% | 0.13% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 0.13% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.0% | 0.30% | −0.02 |
| NOW ServiceNow Inc. | Reduce -1.2% | 0.10% | −0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -1.8% | 0.31% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.5% | 1.35% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.9% | 0.31% | −0.02 |
| CRM Salesforce Inc. | Reduce -8.9% | 0.05% | −0.02 |
| KO The Coca-Cola Co. | Reduce -11.5% | 0.06% | −0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -3.3% | 0.27% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.8% | 0.14% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -22.1% | 0.14% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.11% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -8.1% | 0.11% | −0.02 |
| HON Honeywell International Inc. | Reduce -3.3% | 0.06% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -25.6% | 0.04% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -2.7% | 0.08% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.2% | 0.38% | −0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -0.5% | 0.16% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +9.9% | 2.29% | +0.46 |
| HYD Vaneck High Yield Muni ETF | Add +39.0% | 1.96% | +0.45 |
| AAUS Alpha Architect US Eqy ETF | New | 0.25% | +0.25 |
| TOL Toll Brothers Inc. | New | 0.19% | +0.19 |
| NVDA Nvidia Corp. | Add +2.4% | 1.73% | +0.17 |
| SCHF Schwab Intl Equity ETF | Add +9.4% | 2.89% | +0.16 |
| IVAL Alpha Archi Intl QT Vlu ETF | Add +3.5% | 5.07% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.52% | +0.13 |
| LEN Lennar Corp. Class A | New | 0.11% | +0.11 |
| AVUV Avantis US Small Cap Value | Add +7.1% | 1.56% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +4.3% | 0.31% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +5.6% | 1.56% | +0.07 |
| ITAN Sparkline Intangible Val ETF | Add +3.1% | 3.33% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +15.0% | 0.35% | +0.05 |
| GBTC Grayscale Bitcoin Trust ETF | Add +174.1% | 0.08% | +0.05 |
| AVGO Broadcom Inc. | Add +3.0% | 0.37% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +114.8% | 0.08% | +0.04 |
| ORCL Oracle Corp. | Add +6.1% | 0.20% | +0.04 |
| APP AppLovin Corp. Class A | Add +3.7% | 0.08% | +0.04 |
| SYLD Cambria Shareholder Yield Et | Add +4.3% | 3.15% | +0.04 |
| IWD iShares Russell 1000 Value E | New | 0.03% | +0.03 |
| ANET Arista Networks Inc. | New | 0.03% | +0.03 |
| COMP Compass Inc. Class A | Add +0.0% | 0.22% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| SCHW Schwab (charles) Corp. | New | 0.03% | +0.03 |
| CVX Chevron Corp. | Add +58.7% | 0.08% | +0.03 |
| JNJ Johnson & Johnson | Add +9.4% | 0.17% | +0.03 |
| ABBV Abbvie Inc. | Add +2.0% | 0.21% | +0.03 |
| GLD SPDR Gold Shares | New | 0.03% | +0.03 |
| C Citigroup Inc. | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +1.5% | 0.14% | +0.03 |
| KLAC KLA Corp. | New | 0.03% | +0.03 |
| ABT Abbott Laboratories | Add +73.7% | 0.08% | +0.03 |
| GM General Motors Co. | New | 0.03% | +0.03 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| NOC Northrop Grumman Corp. | New | 0.03% | +0.03 |
| TSCO Tractor Supply Company | New | 0.03% | +0.03 |
| UNP Union Pacific Corp. | New | 0.03% | +0.03 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +65.2% | 0.06% | +0.03 |
| TPR Tapestry Inc. | New | 0.02% | +0.02 |
| AIG American International Group | New | 0.02% | +0.02 |
| XLK SS Technology Select Sector | New | 0.02% | +0.02 |
| XOM Exxon Mobil Corp. | Add +20.5% | 0.15% | +0.02 |
| KVUE Kenvue Inc. | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | Add +3.9% | 0.08% | +0.02 |
| PEP Pepsico Inc. | Add +38.4% | 0.04% | +0.01 |
| AMD Advanced Micro Devices | Add +2.6% | 0.15% | +0.01 |
| T AT&T Inc. | Add +34.1% | 0.06% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +4.5% | 0.15% | +0.01 |
Options Activity Q2 2025 → Q3 2025
| AMGN Amgen Inc. | call | Sold out | 11,400 | $3.2Mbefore exit |
| UNH Unitedhealth Group Inc. | put | Sold out | 2,200 | $686Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 350 | $961.1M | VTI, IEFA, IVAL, QMOM, ITAN |
| Q1 2026 | 229 | $769.6M | VTI, IEFA, IVAL, QMOM, SYLD |
| Q4 2025 | 228 | $850.7M | VTI, IEFA, IVAL, ITAN, QMOM |
| Q3 2025 | 232 | $833.5M | VTI, IEFA, IVAL, ITAN, HYMB |
| Q2 2025 | 226 | $765.7M | VTI, IEFA, IVAL, HYMB, QMOM |
| Q1 2025 | 225 | $691.4M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q4 2024Amended | 219 | $680.9M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q3 2024 | 191 | $654.5M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q2 2024 | 176 | $606.5M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q1 2024 | 181 | $585.3M | VTI, IEFA, IVAL, HYMB, TBIL |